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Overview

Export your quotes to CSV format for marketing analysis, conversion tracking, and business intelligence. The export includes one row per quote — open, booked, and lost — with event types, sources, addresses, and quote values, so you can see where inquiries come from and which ones turn into bookings.

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How to Export Quotes

1

Navigate to the Pipeline

Go to the Pipeline page in your Flashquotes dashboard. Apply any filters first. The export matches your current filters and sort, with no implicit date window.
2

Click Export CSV

Click the Export CSV button in the top right of the header, next to New quote. Exporting is available on desktop.
3

Choose columns and scope

Pick which columns to include. The Include booked and lost toggle (on by default) keeps closed-out quotes in the file for win/loss analysis — switch it off to export only open quotes.
4

Download Your File

Your browser will automatically download a CSV file containing your quotes (maximum 2,000 rows).

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What’s Included

Each row is a single quote. These columns are included by default:
  • First Name
  • Last Name
  • Company Name
  • Email
  • Phone
  • Source
  • Event Type
  • Stage
  • Quote Date
  • First Event Date
  • Guest Count
  • Quote Value
And these are available as opt-in columns:
  • Company Location
  • Lead Owner
  • Event Address
  • Services
  • Add-ons
  • Staff Count
  • Resource Count
  • Sent Date
  • Expiry Date
  • Booked Date
  • Lost Date
  • Lost Reason
  • Quote ID

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Export Scope

  • Filters and sort carry over — the export matches exactly what you’ve filtered the Pipeline to, in the same order. Needs attention sort is honored server-side, so the file ranks quotes the same way the board does.
  • No implicit date window — the export covers every quote matching your active filters. Add a created-date filter to narrow the range.
  • Booked and lost quotes are included by default via the Include booked and lost toggle in the export dialog footer. Switch it off to export only open quotes.

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Common Use Cases

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Marketing Attribution

Analyze your inbound quote data by where it came from:
  • Measure inquiry volume and booking rate by source
  • Compare quote values across marketing channels
  • Identify which channels bring high-intent inquiries

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Win/Loss Analysis

Export with booked and lost quotes included to:
  • Track conversion rates by event type or source
  • Review lost reasons to spot patterns (price, availability, timing)
  • Compare won vs. lost quote values

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Demand Planning

Use event details to plan ahead:
  • Break down demand by event address, city, or venue
  • Track guest counts and staffing needs by season
  • Forecast busy periods from first event dates

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Export Limits

Exports are limited to 2,000 quotes per export to ensure optimal performance. For larger datasets, add a created-date filter and export in batches.

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File Format

The CSV file follows RFC 4180 standards:
  • UTF-8 encoding
  • Comma-separated values
  • Double-quoted text fields
  • Header row with column names
  • Compatible with Excel, Google Sheets, and all major data tools

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Troubleshooting

The Export CSV button appears in the Pipeline header on desktop only — it isn’t available on mobile.
If special characters appear incorrectly:
  1. Open Excel first
  2. Use Data → Import from Text/CSV
  3. Select UTF-8 encoding
  4. Choose comma as delimiter
Check your export scope — the export respects:
  • All active Pipeline filters (date range, source, event type, location, owner)
  • The Include booked and lost toggle in the export dialog
If nothing matches your current filters, no file downloads. Widen your filters or date range and try again.